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Our Approach

Privus Financial provides family office services, which includes anything that touches the financial life for you and your family. Our clients are generally high net worth individuals and families (and those on that trajectory) who own one or more businesses. We provide services customized to your unique needs, taking into consideration the complexity of businesses and partnerships as well as tax efficient financial management.

Investment Strategy and Planning

Investment Strategy and Planning

We understand the complexity of wealth management when it comes to your family and business. We offer clients flexible wealth management and retirement solutions, which include a wide range of traditional and alternative investments.

Accounting Service

Accounting Service

Our bookkeeping services can organize and keep track of your business financial transactions. We can also assist with payroll services as well as preparation and filings for business and personal taxes.

 

Real Estate Investment

Real Estate Investment

Alternative investments are an important part of an overall wealth management strategy for certain clients. Depending upon your financial circumstances, we can help your family find Property, Limited Partnerships, or Opportunity Zone funds that may be a good choice for your long-term needs.

Legal

Legal

Preparation and planning for individual or business-related legal situations is an important part of wealth management. We can assist you with estate planning including wills, trusts and advance directives. If your family or business require legal representation in family law, employment law, or commercial litigation, we work closely with attorneys who stand ready to assist.

Insurance

Insurance

We understand the insurance industry can be overwhelming and confusing. We can help you navigate the entire insurance process for you, your family and your business. From policy selection to provider options and navigating the application process, we can find the right solutions for you.

 

Banking

Banking

We work with leading banking and lending institutions to provide you a high quality private banking experience. We have relationships with regional and national banks that offer personal, and business banking.

 

 

Helping our Clients with Their Ever Changing Needs.

Meet the Team

Teresa Gast

Chief Executive Officer

Paul Boyd

Chief Operating Officer

Ken Koo

Director of Technology

Kim Pruett

Director of Tax and Operations

Rachel Marez

Director of Client Services

Phil Daneman

Director of Finance

Blog and Updates

Is it time to refinance?

Is it time to refinance? With mortgage rates at an all-time low, now is a great time for homeowners to think about refinancing!  If you have a current bank, or other financial professional you trust, please reach out to learn if you can enjoy the benefits of achieving your freedom sooner. If you are in […]

Adaptive Training Foundation

David Vobora – Founder – Adaptive Training Foundation David grew up with a football in his hands and the NFL in his dreams. His path to the NFL, however, was anything but simple. After playing football at the University of Idaho, he was the last pick in the 2008 draft earning him the not-so-coveted title […]

Summer 2020 Client Event Recap

What a success! Thank you for those that traveled in person to attend our client event in August at La Cima Club in Irving, Texas. We got to connect with old friends and meet some new ones as well. We know many of you may not be ready to travel or had scheduling conflicts so […]

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